Strategist, Writer, Technologist, GFC 1 Survivor. Tweets about housing, mortgage finance, commercial real estate, macro and technology. Not investment advice.
Cite asCryptoQuant has tracked 2 directional calls by @m3_melody on X since May 2023: tracked, not yet ranked (below the accuracy-scoring baseline) (as of Nov 11, 2026).
🚨ICE Sept Delinquency "Recent originations now drive the foreclosure pipeline...loans originated in 2022 or later accounted for 43% of September’s foreclosure starts and 49% of completed sales" Fcl inventory coming off historic lows but hitting "highest level since early 2019" https://t.co/4KZPOdHF9A
View original →As the workers line up early a.m. outside Meta BlackRock it’s important to remember who is actually profiting from these deals Latham & Watkins LLP Eversheds Sutherland (US) LLP Arthur D. Little LLC Kirkland & Ellis LLP Charles River Associates Turner & Townsend Milbank LLP https://t.co/Y31ITZEBmF
View original →Blackstone "has been offloading properties in the 21-asset, 6,671-unit portfolio since at least 2023 after taking out the loan in 2021. Six properties remain...two Seattle properties, one San Antonio property, a complex in Jonesboro, Georgia, and one in Bradenton" Good luck B! https://t.co/DOUNKpP7hR
View original →As discussed in my recent post @UnicusResearch One wonders if Netflix will cancel that purchase of Radford Studios...especially since they are developing that large studio in NJ https://t.co/wCu2miIymK 🤔 https://t.co/uepsDdb7Zi https://t.co/Vy8B7lW1cn
View original →ATTOM default data out...a reminder: they pull from county records which means the data will lag ICE who uses mortgage data for referrals In some states it could take several months for something to be filed on public record especially as the attorneys are already behind Still https://t.co/KKyvHQOJEc
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